Unclaimed
Sarah Kinley MacE is a licensed securities professional with over seven years of experience in the financial services industry. Sarah is currently registered with Forge Securities LLC, a firm specializing in financial services. Prior to that, Sarah was employed with Merrill Lynch Professional Clearing Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, broadening her experience in the financial services industry. Sarah holds the Series 7, Series 63, Series 24, and SIE licenses. Sarah is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
05/31/2018 - Present
Forge Securities LLC (SAN FRANCISCO CA)
CA
09/09/2015 - 05/08/2018
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (SAN FRANCISCO CA)
CA
08/17/2015 - 09/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BC
Issued 08/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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